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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,126 | $63,365-39.8% | $91,994-58.6% | $72,975-47.8% |
| Participation rate | 82.1% | 72.5%+9.6pp | 78.6%+3.5pp | 69.5%+12.7pp |
| Annual return | 28.20% | 35.35%-7.1pp | 69.04%-40.8pp | 81.01%-52.8pp |
| Employer contribution / active EE | $2,381 | $2,116+12.5% | $3,453-31.0% | $2,440-2.4% |
| Participant deferral / active EE | $6,266 | $4,883+28.3% | $5,924+5.8% | $3,608+73.7% |
| Admin fee / account holder | $1,328 | $4,670-71.6% | $7,744-82.9% | $5,124-74.1% |